Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,973 | $29,319-89.9% | $52,425-94.3% | $82,448-96.4% |
| Participation rate | 71.4% | 46.9%+24.6pp | 55.6%+15.8pp | 68.1%+3.4pp |
| Annual return | 28.84% | 535.20%-506.4pp | 302.12%-273.3pp | 41.64%-12.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,091 | $1,171-6.9% | $1,790-39.1% | $4,139-73.6% |
| Admin fee / account holder | $90 | $1,962-95.4% | $2,495-96.4% | $7,234-98.8% |